{"id":24,"date":"2026-05-21T22:51:10","date_gmt":"2026-05-21T22:51:10","guid":{"rendered":"https:\/\/bragdeal.cloud\/members\/ocean6\/home\/"},"modified":"2026-05-21T22:51:10","modified_gmt":"2026-05-21T22:51:10","slug":"home","status":"publish","type":"page","link":"https:\/\/bragdeal.cloud\/members\/ocean6\/","title":{"rendered":"Financial Planner for Business Owners | Vancouver | Ocean 6"},"content":{"rendered":"\t\t<div data-elementor-type=\"page\" data-elementor-id=\"24\" class=\"elementor elementor-24 elementor-bc-flex-widget\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-09461dc elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"09461dc\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-0e54e25\" data-id=\"0e54e25\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0b7fe15 elementor-widget elementor-widget-html\" data-id=\"0b7fe15\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<!-- WP:HEADER -->\n\n<!-- Header -->\n<header class=\"header\">\n  <div class=\"container header__inner\">\n    <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/\" class=\"logo\" aria-label=\"Ocean 6 home\" aria-current=\"page\">\n      <!-- REPLACE: swap ocean6-logo.png with vector SVG when provided -->\n      <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/mu-plugins\/ocean6-assets\/ocean6-logo-colour.svg\" alt=\"Ocean 6: A New World of Wealth\" class=\"logo__img\" \/>\n    <\/a>\n    <nav class=\"nav\" aria-label=\"Primary\">\n      <ul class=\"nav__list\" id=\"primary-nav\">\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/who-we-serve\/\">Who We Serve<\/a><\/li>\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/our-approach\/\">Our Approach<\/a><\/li>\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/pricing\/\">Pricing<\/a><\/li>\n        <li><a class=\"nav__link\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/team\/\">Team<\/a><\/li>\n        <li class=\"nav__item--dropdown\"><a class=\"nav__link nav__link--has-dropdown\" href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/resources\/\">Resources<\/a><ul class=\"nav__dropdown\"><li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/calculators\/\">Calculators<\/a><\/li><li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/blog\/\">Blog<\/a><\/li><\/ul><\/li>\n      <\/ul>\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n      <button class=\"nav-toggle\" aria-label=\"Open menu\" aria-controls=\"primary-nav\" aria-expanded=\"false\">\n        <svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><line x1=\"3\" y1=\"6\" x2=\"21\" y2=\"6\"\/><line x1=\"3\" y1=\"12\" x2=\"21\" y2=\"12\"\/><line x1=\"3\" y1=\"18\" x2=\"21\" y2=\"18\"\/><\/svg>\n      <\/button>\n    <\/nav>\n  <\/div>\n<\/header>\n<!-- \/WP:HEADER -->\n\n<main>\n\n<!-- HERO -->\n<section class=\"hero hero--split\">\n  <div class=\"hero__video-bg\">\n    <!-- UNDERWATER VIDEO: set src on the video element below when ready -->\n    <video autoplay muted loop playsinline src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/uploads\/2026\/05\/hero-ocean.mp4\"><\/video>\n  <\/div>\n  <div class=\"hero__video-overlay\"><\/div>\n  <div class=\"container\">\n    <div class=\"hero__inner\">\n      <div>\n      <span class=\"eyebrow eyebrow--light\">Financial Planning for Top-Earning Business Owners &amp; Incorporated Professionals<\/span>\n      <h1>Your financial life,<br \/><span class=\"accent\">done for you.<\/span><\/h1>\n      <p class=\"hero__lead\">\n        One CFP\u00ae-led team. Every advisor in your world moving in concert with a single plan that compounds.\n      <\/p>\n      <div class=\"hero__cta\">\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--teal\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n        <a href=\"#fit-check\" class=\"btn btn--ghost-light\">Am I a Fit? <span class=\"arrow\">\u2192<\/span><\/a>\n      <\/div>\n      <div class=\"hero__trust\">\n        <div class=\"hero__trust-item\">\n          <span class=\"hero__trust-num\">250+<\/span>\n          <span>Canadian clients served<\/span>\n        <\/div>\n        <div class=\"hero__trust-item\">\n          <span class=\"hero__trust-num\">40+<\/span>\n          <span>Years of planning experience<\/span>\n        <\/div>\n        <div class=\"hero__trust-item\">\n          <span class=\"hero__trust-num\">CFP\u00ae<\/span>\n          <span>Certified planner-led team<\/span>\n        <\/div>\n        <div class=\"hero__trust-item\">\n          <span class=\"hero__trust-num\"><span class=\"hero__trust-stars\">&#9733;&#9733;&#9733;&#9733;&#9733;<\/span> 5.0<\/span>\n          <span>Rated on Google<\/span>\n        <\/div>\n      <\/div>\n      <\/div>\n      <!-- Hero photo -->\n      <div class=\"hero__media\">\n        <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/uploads\/2026\/05\/photo-hero-boardroom.jpg\" alt=\"Ocean 6 advisor reviewing a financial plan in the boardroom\" loading=\"eager\" \/>\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- FIT CHECK -->\n<section class=\"section\" id=\"fit-check\" style=\"padding-top: 4rem; padding-bottom: 1rem;\">\n  <div class=\"container\">\n    <div class=\"fit-check\">\n      <div class=\"fit-check__head\">\n        <h2 class=\"fit-check__title\">Are you a fit for the Do It For You Method?<\/h2>\n        <span class=\"fit-check__sub\">30-Second Check<\/span>\n      <\/div>\n      <ul class=\"fit-check__list\">\n        <li><svg class=\"fit-check__icon\" viewBox=\"0 0 22 22\" fill=\"none\" overflow=\"visible\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><circle cx=\"11\" cy=\"11\" r=\"10.5\" fill=\"#68a2b9\"\/><polyline points=\"6 11.5 9.5 15 16 8\" stroke=\"white\" stroke-width=\"2.2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><span class=\"fit-check__item-text\"><span class=\"fit-check__item-label\">Income threshold<\/span>You earn <strong>$500K+ in gross income as an incorporated professional<\/strong>, <em>or<\/em> your business generates <strong>$200K+ in net income<\/strong> (or you are trending toward one of those thresholds<\/span><\/li>\n        <li><svg class=\"fit-check__icon\" viewBox=\"0 0 22 22\" fill=\"none\" overflow=\"visible\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><circle cx=\"11\" cy=\"11\" r=\"10.5\" fill=\"#68a2b9\"\/><polyline points=\"6 11.5 9.5 15 16 8\" stroke=\"white\" stroke-width=\"2.2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><span class=\"fit-check__item-text\"><span class=\"fit-check__item-label\">Corporate structure<\/span>You are <strong>incorporated<\/strong> professional corporation or operating company<\/span><\/li>\n        <li><svg class=\"fit-check__icon\" viewBox=\"0 0 22 22\" fill=\"none\" overflow=\"visible\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><circle cx=\"11\" cy=\"11\" r=\"10.5\" fill=\"#68a2b9\"\/><polyline points=\"6 11.5 9.5 15 16 8\" stroke=\"white\" stroke-width=\"2.2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><span class=\"fit-check__item-text\"><span class=\"fit-check__item-label\">Planning philosophy<\/span>You want the <strong>plan to lead<\/strong>, not another product pitch<\/span><\/li>\n        <li><svg class=\"fit-check__icon\" viewBox=\"0 0 22 22\" fill=\"none\" overflow=\"visible\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><circle cx=\"11\" cy=\"11\" r=\"10.5\" fill=\"#68a2b9\"\/><polyline points=\"6 11.5 9.5 15 16 8\" stroke=\"white\" stroke-width=\"2.2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><span class=\"fit-check__item-text\"><span class=\"fit-check__item-label\">Time horizon<\/span>You are thinking in <strong>decades<\/strong>, not quarters or quick wins<\/span><\/li>\n        <li><svg class=\"fit-check__icon\" viewBox=\"0 0 22 22\" fill=\"none\" overflow=\"visible\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><circle cx=\"11\" cy=\"11\" r=\"10.5\" fill=\"#68a2b9\"\/><polyline points=\"6 11.5 9.5 15 16 8\" stroke=\"white\" stroke-width=\"2.2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><span class=\"fit-check__item-text\"><span class=\"fit-check__item-label\">Advisor readiness<\/span>Your financial life has <strong>outgrown<\/strong> the advisor who got you here<\/span><\/li>\n      <\/ul>\n      <div class=\"fit-check__cta\">\n        <span class=\"fit-check__cta-text\">Three or more apply? You're probably exactly who we're built for.<\/span>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- PERSONA SEGMENTER -->\n<section class=\"section\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Choose Your Path<\/span>\n      <h2>Where are you right now?<\/h2>\n      <p class=\"lead\">The plan looks different depending on whether you own a business or earn through a professional corporation. Pick the path that fits, we'll show you exactly how Ocean 6 fits into your world.<\/p>\n    <\/div>\n    <div class=\"personas\">\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/who-we-serve\/#incorporated-professionals\" class=\"persona-card reveal\">\n        <span class=\"persona-card__label\">Path 1<\/span>\n        <h3>I'm an Incorporated Professional<\/h3>\n        <p>Physician, dentist, optometrist, lawyer, engineer, consultant, earning through a professional corporation.<\/p>\n        <ul class=\"persona-card__qualifiers\">\n          <li>$500K+ in gross income<\/li>\n          <li>Mix of corporate and personal cash flow<\/li>\n          <li>Underused tax-deferral and corporate structure<\/li>\n          <li>Multiple advisors not talking to each other<\/li>\n        <\/ul>\n        <span class=\"persona-card__arrow\">See the professional path <span class=\"arrow\">\u2192<\/span><\/span>\n      <\/a>\n\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/who-we-serve\/#business-owners\" class=\"persona-card reveal\">\n        <span class=\"persona-card__label\">Path 2<\/span>\n        <h3>I'm an Established Business Owner<\/h3>\n        <p>You've built something real. Now you need a plan for the wealth coming out of the business, not just inside it.<\/p>\n        <ul class=\"persona-card__qualifiers\">\n          <li>$200K+ in business net income, or trending there<\/li>\n          <li>Operating company + holding company structure<\/li>\n          <li>Exit, succession, or scale on the horizon<\/li>\n          <li>Cash trapped, plans fragmented, time scarce<\/li>\n        <\/ul>\n        <span class=\"persona-card__arrow\">See the business-owner path <span class=\"arrow\">\u2192<\/span><\/span>\n      <\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- FEAR TO CLARITY, objection-busting stats -->\n<section class=\"section section--cream\" id=\"why-you-need-this\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Fear to Clarity<\/span>\n      <h2>You think you have a plan. <em style=\"font-style:italic;color:var(--teal-deep);\">The numbers say otherwise.<\/em><\/h2>\n      <p class=\"lead\">Most high-earning Canadians have an accountant who files. A banker who manages an account. An advisor who manages an RRSP. What almost none of them have is a single coordinated strategy. Here is the gap, in numbers.<\/p>\n    <\/div>\n\n    <div class=\"objection-grid\">\n\n      <div class=\"objection-card reveal\">\n        <p class=\"objection-card__quote\">I already have an advisor. Aren't they doing this?<\/p>\n        <div class=\"objection-card__stats\">\n          <div class=\"objection-stat\">\n            <div class=\"objection-stat__num\">6%<\/div>\n            <div>\n              <p class=\"objection-stat__text\">of Canadians say they are getting truly comprehensive financial advice.<\/p>\n              <div class=\"objection-stat__source\">J.D. Power, 2023<\/div>\n            <\/div>\n          <\/div>\n          <div class=\"objection-stat\">\n            <div class=\"objection-stat__num\">43%<\/div>\n            <div>\n              <p class=\"objection-stat__text\">of people with a financial plan don't feel their advisor understands their goals.<\/p>\n              <div class=\"objection-stat__source\">J.D. Power, 2023<\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <div class=\"objection-card reveal\">\n        <p class=\"objection-card__quote\">I'll deal with this later.<\/p>\n        <div class=\"objection-card__stats\">\n          <div class=\"objection-stat\">\n            <div class=\"objection-stat__num\">90%<\/div>\n            <div>\n              <p class=\"objection-stat__text\">of major financial life events aren't managed proactively.<\/p>\n              <div class=\"objection-stat__source\">OECD financial lifecycle research<\/div>\n            <\/div>\n          <\/div>\n          <div class=\"objection-stat\">\n            <div class=\"objection-stat__num\">1 in 3<\/div>\n            <div>\n              <p class=\"objection-stat__text\">Canadians avoid financial decisions because the picture feels overwhelming.<\/p>\n              <div class=\"objection-stat__source\">Financial Consumer Agency of Canada (FCAC)<\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <div class=\"objection-card reveal\">\n        <p class=\"objection-card__quote\">This feels too expensive.<\/p>\n        <div class=\"objection-card__stats\">\n          <div class=\"objection-stat\">\n            <div class=\"objection-stat__num\">200%<\/div>\n            <div>\n              <p class=\"objection-stat__text\">more likely to experience anxiety about money without a financial planner.<\/p>\n              <div class=\"objection-stat__source\">FP Canada, 2025<\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <div class=\"objection-card reveal\">\n        <p class=\"objection-card__quote\">My bank does this for free.<\/p>\n        <div class=\"objection-card__stats\">\n          <div class=\"objection-stat\">\n            <div class=\"objection-stat__num\">45%<\/div>\n            <div>\n              <p class=\"objection-stat__text\">of advisors failed a basic financial knowledge test conducted by a regulator.<\/p>\n              <div class=\"objection-stat__source\">U.S. regulator study<\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n    <\/div>\n\n    <p class=\"text-center\" style=\"margin-top: 3rem; font-family: var(--font-serif); font-size: 1.35rem; color: var(--navy); font-weight: 500; max-width: 720px; margin-left: auto; margin-right: auto; line-height: 1.4;\">\n      You don't need another advisor. You need <em style=\"font-style: italic; color: var(--teal-deep);\">a coordinated plan<\/em>. That's what Ocean 6 is.\n    <\/p>\n  <\/div>\n<\/section>\n\n<!-- QUARTERBACK MODEL -->\n<section class=\"section section--dark\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow eyebrow--light\">How We're Different<\/span>\n      <h2>We act as your financial quarterback.<\/h2>\n      <p class=\"lead\">Most advisors offer a single service and leave you to manage everyone else. Ocean 6 leads with the plan, then coordinates your entire financial team around it. You make the calls. We run the plays.<\/p>\n    <\/div>\n\n    <div class=\"qb-compare\">\n      <div class=\"qb-board reveal\">\n        <span class=\"qb-board__label\">Before Ocean 6<\/span>\n        <h4>You, managing everyone.<\/h4>\n        <p class=\"qb-board__caption\">Each professional gives you one piece of advice. You become the translator, the coordinator, the project manager. Decisions slip through the cracks because nobody owns the whole board.<\/p>\n\n        <svg class=\"qb-board__svg\" viewBox=\"0 0 360 340\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-label=\"Seven separate advisors all reporting to you at the centre\">\n          <defs>\n            <radialGradient id=\"youGradTrad\" cx=\"50%\" cy=\"50%\" r=\"50%\">\n              <stop offset=\"0%\" stop-color=\"#4d8ba2\" \/>\n              <stop offset=\"100%\" stop-color=\"#003a5d\" \/>\n            <\/radialGradient>\n            <symbol id=\"icon-accountant\" viewBox=\"0 0 300 300\"><g transform=\"translate(-7895.9609,-2214.0361)\"><g id=\"g984\" transform=\"translate(-474.98724,1455.5386)\">\n      <path id=\"path743\" d=\"M 0,0 V -22.397\" style=\"fill:none;stroke:rgba(255,255,255,0.95);stroke-width:2.834;stroke-linecap:round\" transform=\"matrix(1.3333333,0,0,-1.3333333,8489.9485,862.56667)\" \/>\n      <path id=\"path744\" d=\"M 0,0 H -22.397\" 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font-family=\"Montserrat, sans-serif\" font-size=\"7.5\" font-weight=\"700\" letter-spacing=\"1.0\" fill=\"rgba(255,255,255,0.86)\" dy=\"14\">INSURANCE<\/text>\n            <text text-anchor=\"middle\" font-family=\"Montserrat, sans-serif\" font-size=\"7.5\" font-weight=\"700\" letter-spacing=\"1.0\" fill=\"rgba(255,255,255,0.86)\" dy=\"26\">INVESTMENTS<\/text>\n          <\/g>\n          <!-- Connection lines -->\n          <g stroke=\"rgba(104,162,185,0.55)\" stroke-width=\"1.4\" fill=\"none\">\n            <line x1=\"227.5\" y1=\"147.5\" x2=\"256\" y2=\"131\" \/>\n            <line x1=\"227.5\" y1=\"202.5\" x2=\"256\" y2=\"219\" \/>\n            <line x1=\"180\" y1=\"230\" x2=\"180\" y2=\"263\" \/>\n            <line x1=\"132.5\" y1=\"202.5\" x2=\"104\" y2=\"219\" \/>\n            <line x1=\"132.5\" y1=\"147.5\" x2=\"104\" y2=\"131\" \/>\n            <line x1=\"180\" y1=\"120\" x2=\"180\" y2=\"87\" \/>\n          <\/g>\n          <!-- Nodes rendered AFTER Ocean 6 so they sit on top -->\n          <g font-family=\"Montserrat, sans-serif\" font-size=\"7.5\" font-weight=\"600\" letter-spacing=\"0.3\" fill=\"rgba(255,255,255,0.92)\">\n            <g transform=\"translate(275 120)\">\n              <circle r=\"22\" fill=\"rgba(104,162,185,0.18)\" stroke=\"rgba(104,162,185,0.55)\" stroke-width=\"1.5\" \/>\n              <use href=\"#icon-accountant\" x=\"-25\" y=\"-25\" width=\"50\" height=\"50\" \/>\n              <text text-anchor=\"middle\" y=\"34\">ACCOUNTANT<\/text>\n            <\/g>\n            <g transform=\"translate(275 230)\">\n              <circle r=\"22\" fill=\"rgba(104,162,185,0.18)\" stroke=\"rgba(104,162,185,0.55)\" stroke-width=\"1.5\" \/>\n              <use href=\"#icon-private-banker\" x=\"-25\" y=\"-25\" width=\"50\" height=\"50\" \/>\n              <text text-anchor=\"middle\" y=\"32\">PRIVATE<\/text>\n              <text text-anchor=\"middle\" y=\"41\">BANKER<\/text>\n            <\/g>\n            <g transform=\"translate(180 285)\">\n              <circle r=\"22\" fill=\"rgba(104,162,185,0.18)\" stroke=\"rgba(104,162,185,0.55)\" stroke-width=\"1.5\" \/>\n              <use href=\"#icon-mortgage-broker\" x=\"-25\" y=\"-25\" width=\"50\" height=\"50\" \/>\n              <text text-anchor=\"middle\" y=\"32\">MORTGAGE<\/text><text text-anchor=\"middle\" y=\"41\">BROKER<\/text>\n            <\/g>\n            <g transform=\"translate(85 230)\">\n              <circle r=\"22\" fill=\"rgba(104,162,185,0.18)\" stroke=\"rgba(104,162,185,0.55)\" stroke-width=\"1.5\" \/>\n              <use href=\"#icon-tax-advisor\" x=\"-25\" y=\"-25\" width=\"50\" height=\"50\" \/>\n              <text text-anchor=\"middle\" y=\"32\">TAX<\/text>\n              <text text-anchor=\"middle\" y=\"41\">ADVISOR<\/text>\n            <\/g>\n            <g transform=\"translate(85 120)\">\n              <circle r=\"22\" fill=\"rgba(104,162,185,0.18)\" stroke=\"rgba(104,162,185,0.55)\" stroke-width=\"1.5\" \/>\n              <use href=\"#icon-corporate-lawyer\" x=\"-25\" y=\"-25\" width=\"50\" height=\"50\" \/>\n              <text text-anchor=\"middle\" y=\"32\">CORPORATE<\/text>\n              <text text-anchor=\"middle\" y=\"41\">LAWYER<\/text>\n            <\/g>\n          <\/g>\n          <!-- YOU (one of the 6 outer circles) -->\n          <g transform=\"translate(180 65)\">\n            <circle r=\"22\" fill=\"url(#youGradOcean)\" stroke=\"rgba(255,255,255,0.7)\" stroke-width=\"1.5\" \/>\n            <text text-anchor=\"middle\" font-family=\"Playfair Display, serif\" font-size=\"11\" font-weight=\"700\" fill=\"#003a5d\" dy=\"4\">YOU<\/text>\n          <\/g>\n        <\/svg>\n\n        <div class=\"qb-board__footer\">One coordinated team. Three pillars under one roof. Five external partners, all quarterbacked by Ocean 6.<\/div>\n      <\/div>\n    <\/div>\n    <div class=\"text-center\" style=\"margin-top: 3rem;\">\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/our-approach\/\" class=\"btn btn--teal\">See The Do It For You Method <span class=\"arrow\">\u2192<\/span><\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- HOW WE'RE DIFFERENT (vs Accountant + vs Other Planners) -->\n<section class=\"section\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">A Question We Hear Often<\/span>\n      <h2>\"Isn't this what my accountant does?\"<\/h2>\n      <p class=\"lead\">It's the right question. And the honest answer is: <strong style=\"color: var(--navy);\">no, and they'd be the first to tell you that.<\/strong> Your accountant is essential. They're just not built to do what Ocean 6 does, and confusing the two is one of the most expensive mistakes high-earning Canadians make.<\/p>\n    <\/div>\n\n    <div class=\"comparison-stack\">\n      <div class=\"comparison reveal\">\n        <div class=\"comparison__col\">\n          <div class=\"comparison__col-label\">Your Accountant<\/div>\n          <h3>Reactive, compliance-led, year-by-year.<\/h3>\n          <ul class=\"comparison__list\">\n            <li><strong>Files the return you already earned.<\/strong> They optimize what already happened, not what's about to.<\/li>\n            <li><strong>Operates inside a single tax year.<\/strong> Decisions in February are about last year's books. Multi-year planning isn't their billable model.<\/li>\n            <li><strong>Doesn't see your personal balance sheet.<\/strong> Your RRSPs, TFSAs, insurance, and family planning sit outside their scope.<\/li>\n            <li><strong>Doesn't coordinate your lawyer, banker, or insurance broker.<\/strong> Each professional works in isolation, by design.<\/li>\n            <li><strong>Bills by the hour or by the return.<\/strong> The incentive is to be efficient, not strategic.<\/li>\n            <li><strong>Reactive to your questions.<\/strong> If you don't ask about a holdco, an estate freeze, or a CDA strategy, it's unlikely to come up.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"comparison__col\">\n          <div class=\"comparison__col-label\">Ocean 6<\/div>\n          <h3>Proactive, plan-led, decade-by-decade.<\/h3>\n          <ul class=\"comparison__list\">\n            <li><strong>Plans the return you haven't earned yet.<\/strong> We design the structure first so the tax return is an output, not a surprise.<\/li>\n            <li><strong>Operates across 10, 20, 30 years.<\/strong> Every decision is connected to a long-arc plan, and revisited quarterly.<\/li>\n            <li><strong>Sees the entire balance sheet.<\/strong> Corporate, personal, insurance, real estate, estate, under one strategy.<\/li>\n            <li><strong>Quarterbacks your full team.<\/strong> Your accountant, lawyer, banker and insurance broker, coordinated, briefed, and moving in the same direction.<\/li>\n            <li><strong>Fee-based, flat planning relationship.<\/strong> Our incentive is to add measurable value year after year, not to maximize transactions.<\/li>\n            <li><strong>Proactive by design.<\/strong> We bring the tax move, the structural move, the insurance move, before you have to ask.<\/li>\n          <\/ul>\n        <\/div>\n      <\/div>\n    <\/div>\n\n    <p class=\"text-center\" style=\"margin-top: 2.5rem; max-width: 760px; margin-left: auto; margin-right: auto; color: var(--text-muted); font-size: 1.02rem;\">\n      Your accountant and Ocean 6 are designed to play <strong style=\"color: var(--navy);\">different positions, not the same one<\/strong>. Compliance and proactive planning are both essential, they're just rarely the same job. Whichever accountant you work with, we slot in to coordinate the long-arc strategy alongside them.\n    <\/p>\n  <\/div>\n<\/section>\n\n<!-- HOW WE'RE DIFFERENT FROM OTHER PLANNERS -->\n<section class=\"section section--cream\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">The Other Common Question<\/span>\n      <h2>\"How are you different from other financial planners?\"<\/h2>\n      <p class=\"lead\">Most \"financial planners\" in Canada are licensed to sell one thing, investments, insurance, or mutual funds, and the plan exists to support the sale. Ocean 6 inverts that. The plan is the product. Insurance and investments are how we execute it.<\/p>\n    <\/div>\n\n    <div class=\"comparison-stack\">\n      <div class=\"comparison reveal\">\n        <div class=\"comparison__col\">\n          <div class=\"comparison__col-label\">Typical Financial Planner<\/div>\n          <h3>Product-led. Single-pillar.<\/h3>\n          <ul class=\"comparison__list\">\n            <li><strong>Licensed in one discipline.<\/strong> Investments OR insurance OR banking, rarely all three under one roof.<\/li>\n            <li><strong>The \"plan\" is a sales tool.<\/strong> Often free, often generic, often pointing toward a specific product recommendation.<\/li>\n            <li><strong>Compensated by product sales.<\/strong> Commission, trailer fees, embedded compensation, the math runs in the background.<\/li>\n            <li><strong>Reviews tied to market performance.<\/strong> \"How did the portfolio do this quarter?\", not \"is the plan still right?\"<\/li>\n            <li><strong>Limited scope.<\/strong> Tax, estate, corporate structure and business succession sit outside the typical engagement.<\/li>\n            <li><strong>You manage the rest of your professionals.<\/strong> Your accountant and lawyer remain on your shoulders to coordinate.<\/li>\n          <\/ul>\n        <\/div>\n\n        <div class=\"comparison__col\">\n          <div class=\"comparison__col-label\">Ocean 6<\/div>\n          <h3>Plan-led. Eight-pillar.<\/h3>\n          <ul class=\"comparison__list\">\n            <li><strong>CFP\u00ae-led, multi-disciplinary team.<\/strong> Wealth advisory, insurance and CIRO-regulated investments, under one accountability.<\/li>\n            <li><strong>The plan is the product.<\/strong> Transparent fee. We earn the relationship year after year through measurable value.<\/li>\n            <li><strong>Fee-based, plain English pricing.<\/strong> No commission games, no hidden trailer math. You see what you pay.<\/li>\n            <li><strong>Reviews tied to plan performance.<\/strong> \"Is the plan still right for who you are now?\", every quarter.<\/li>\n            <li><strong>All eight pillars actively managed.<\/strong> Cash flow, tax, investments, retirement, insurance, estate, business, legacy.<\/li>\n            <li><strong>We coordinate your team.<\/strong> Direct conversations with your accountant, lawyer and banker, driven by us, not by you.<\/li>\n          <\/ul>\n        <\/div>\n      <\/div>\n    <\/div>\n\n    <div class=\"text-center\" style=\"margin-top: 3rem;\">\n      <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--primary\">See If We're a Fit <span class=\"arrow\">\u2192<\/span><\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- THE 8 PILLARS -->\n<section class=\"section section--cream\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">The Ocean 6 Eight Pillars<\/span>\n      <h2>Eight parts of your financial life. One coordinated plan.<\/h2>\n      <p class=\"lead\">Most advisors plan one or two of these and call it a financial plan. The Ocean 6 plan covers all eight, and connects them, so every decision you make in one pillar strengthens the others.<\/p>\n    <\/div>\n    <div class=\"pillars-grid\">\n      <div class=\"pillar-card reveal\">\n        <h4>Goals<\/h4>\n        <p>We start by getting clear on what your dream life looks like. Your goals are the foundation for every financial decision that follows.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Cash Flow<\/h4>\n        <p>We take an in-depth look at your income, assets and debts, then design a behavioural cash flow strategy that funds your goals without sacrificing your life.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Corporate Structure<\/h4>\n        <p>Your corporation is a powerful financial tool. From how you pay yourself to how retained earnings get invested, we make it work for your wealth.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Tax Planning<\/h4>\n        <p>Taxes are often your biggest single expense. We proactively design your plan to minimize what you pay now and across the next 20 years.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Risk Management<\/h4>\n        <p>Insurance is a planning tool, not a product. Whether to eliminate risk, plan a legacy, or shelter tax, we structure it to support the plan.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Investment Management<\/h4>\n        <p>Returns are only one part of portfolio management. We balance management fees, risk tolerance and tax efficiency to maximize what actually lands in your pocket.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Debt Management<\/h4>\n        <p>Lowest interest rate is not the whole story. We look at the total cost of borrowing so you win on the math, not the bank.<\/p>\n      <\/div>\n      <div class=\"pillar-card reveal\">\n        <h4>Legacy<\/h4>\n        <p>Maximize every dollar to build the legacy you want to leave behind. Your wealth stays with your family, not with the CRA.<\/p>\n      <\/div>\n    <\/div>\n    <p class=\"text-center\" style=\"margin-top: 2.5rem; color: var(--text-muted); font-size: 0.92rem;\">Every Ocean 6 client has all eight pillars actively managed, not because every pillar is a priority every year, but because <strong style=\"color:var(--navy);\">they all connect<\/strong>.<\/p>\n  <\/div>\n<\/section>\n\n<!-- TESTIMONIALS -->\n<section class=\"section\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Proof in the Outcomes<\/span>\n      <h2>What Ocean 6 clients say.<\/h2>\n    <\/div>\n    <div class=\"testimonials\">\n      <div class=\"testimonial reveal\">\n        <p class=\"testimonial__quote\">They showed me how to save over $15,000 in taxes just by restructuring how I pay myself. It's the best ROI I've had all year.<\/p>\n        <div class=\"testimonial__author\">\n          <div class=\"testimonial__avatar\">JT<\/div>\n          <div>\n            <div class=\"testimonial__name\">Dr. James T.<\/div>\n            <div class=\"testimonial__role\">Incorporated Professional<\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <div class=\"testimonial reveal\">\n        <p class=\"testimonial__quote\">Before Ocean 6, my accountant handled my taxes and my advisor handled my RRSPs, but nobody was looking at the big picture. Ocean 6 connected the dots between my corporation and my personal life. The clarity is incredible.<\/p>\n        <div class=\"testimonial__author\">\n          <div class=\"testimonial__avatar\">SM<\/div>\n          <div>\n            <div class=\"testimonial__name\">Sarah M.<\/div>\n            <div class=\"testimonial__role\">Marketing Agency Owner<\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <div class=\"testimonial reveal\">\n        <p class=\"testimonial__quote\">If you have that little voice in your head asking \"am I set up the best way possible?\", you need to see Ocean 6. I would pay triple if I was asked to start over.<\/p>\n        <div class=\"testimonial__author\">\n          <div class=\"testimonial__avatar\">JM<\/div>\n          <div>\n            <div class=\"testimonial__name\">Jon Malach<\/div>\n            <div class=\"testimonial__role\">CEO, Native Ads<\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n\n      <div class=\"testimonial reveal\">\n        <p class=\"testimonial__quote\">Having their support to strategize the best options for both our company and our personal finances has been instrumental to our success. I highly recommend it if you're looking for a roadmap.<\/p>\n        <div class=\"testimonial__author\">\n          <div class=\"testimonial__avatar\">JL<\/div>\n          <div>\n            <div class=\"testimonial__name\">Justine &amp; Melanie Levenberg<\/div>\n            <div class=\"testimonial__role\">Founders, Impact Entrepreneurs<\/div>\n          <\/div>\n        <\/div>\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- CASE STUDIES. Proof in tangible outcomes -->\n<section class=\"section section--cream\" id=\"case-studies\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Proof in Real Outcomes<\/span>\n      <h2>Two clients. Two structures. Two very different lives, same playbook.<\/h2>\n      <p class=\"lead\">These are real Ocean 6 clients. Names changed, numbers are not. The work in both cases started with the same question: <em>\"What does the plan look like once every part of my financial life is moving in the same direction?\"<\/em><\/p>\n    <\/div>\n\n    <div class=\"case-studies\">\n\n      <article class=\"case-card reveal\">\n        <div class=\"case-card__visual\">\n          <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/uploads\/2026\/05\/photo-case-paul.jpg\" alt=\"Ocean 6 advisor with a business-owner client\" \/>\n          <span class=\"case-card__tag\">Case Study<\/span>\n          <div class=\"case-card__headline\">Retiring early to the life of his dreams.<\/div>\n        <\/div>\n        <div class=\"case-card__body\">\n          <div class=\"case-card__client\">Paul \u00b7 45 \u00b7 Marketing Agency Owner<\/div>\n          <p class=\"case-card__challenge\">\n            Paul wanted to retire in five years, sell his $6M marketing agency, free up his time, and travel with his family. The challenge wasn't the sale. It was minimizing the tax burden on the way out so retirement actually arrived early.\n          <\/p>\n          <p class=\"case-card__challenge\" style=\"color: var(--navy); font-weight: 500;\">\n            <strong>The Ocean 6 plays:<\/strong> Family trust naming both spouses and their two children as beneficiaries, multiplying access to the Lifetime Capital Gains Exemption to shelter <strong>$4M of sale profit from tax<\/strong>. Holding company structured as a trust beneficiary to receive pre-sale profits cleanly and simplify the eventual transaction.\n          <\/p>\n          <div class=\"case-card__results\">\n            <div>\n              <div class=\"case-card__result-num\">$1M<\/div>\n              <div class=\"case-card__result-label\">Tax burden eliminated on business sale<\/div>\n            <\/div>\n            <div>\n              <div class=\"case-card__result-num\">2 <span class=\"small\">homes<\/span><\/div>\n              <div class=\"case-card__result-label\">Vacation properties purchased post-retirement<\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n      <\/article>\n\n      <article class=\"case-card reveal\">\n        <div class=\"case-card__visual\">\n          <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/uploads\/2026\/05\/photo-case-george.jpg\" alt=\"Ocean 6 advisors collaborating on a client plan\" \/>\n          <span class=\"case-card__tag\">Case Study<\/span>\n          <div class=\"case-card__headline\">From financial chaos to clarity.<\/div>\n        <\/div>\n        <div class=\"case-card__body\">\n          <div class=\"case-card__client\">George \u00b7 29 \u00b7 Software Engineer &amp; Business Owner<\/div>\n          <p class=\"case-card__challenge\">\n            George was earning well and saving harder, but without a coordinated plan, his wealth was concentrated in company stock, exposed to unnecessary tax, and scattered across accounts in two countries. He wanted a down payment on his dream home, real passive income, and the bandwidth to launch his next venture.\n          <\/p>\n          <p class=\"case-card__challenge\" style=\"color: var(--navy); font-weight: 500;\">\n            <strong>The Ocean 6 plays:<\/strong> Restructured corporate activities to immediately recover annual tax leakage. Built a diversification strategy that moved net worth out of single-stock concentration. Consolidated investment accounts across countries and institutions into one real-time view.\n          <\/p>\n          <div class=\"case-card__results\">\n            <div>\n              <div class=\"case-card__result-num\">$40K <span class=\"small\">\/yr<\/span><\/div>\n              <div class=\"case-card__result-label\">Annual tax savings, compounding indefinitely<\/div>\n            <\/div>\n            <div>\n              <div class=\"case-card__result-num\">1 <span class=\"small\">view<\/span><\/div>\n              <div class=\"case-card__result-label\">Holistic, real-time picture of his finances<\/div>\n            <\/div>\n          <\/div>\n        <\/div>\n      <\/article>\n\n    <\/div>\n\n    <p class=\"text-center\" style=\"margin-top: 2.5rem; color: var(--text-muted); font-size: 0.92rem;\">\n      Outcomes are specific to each client's situation, structure and goals. Your plan won't look exactly like Paul's or George's, but the way we'd build it will.\n    <\/p>\n  <\/div>\n<\/section>\n\n<!-- STATS -->\n<section class=\"section\" style=\"padding-top: var(--space-2xl);\">\n  <div class=\"container\">\n    <div class=\"stats\">\n      <div>\n        <div class=\"stat__num\">250<span class=\"accent\">+<\/span><\/div>\n        <div class=\"stat__label\">Canadian families &amp; business owners served<\/div>\n      <\/div>\n      <div>\n        <div class=\"stat__num\">40<span class=\"accent\">+<\/span><\/div>\n        <div class=\"stat__label\">Years of planning experience<\/div>\n      <\/div>\n      <div>\n        <div class=\"stat__num\">8<\/div>\n        <div class=\"stat__label\">Pillars of wealth actively coordinated<\/div>\n      <\/div>\n      <div>\n        <div class=\"stat__num\">CFP\u00ae<\/div>\n        <div class=\"stat__label\">All lead advisors are Certified Financial Planners<\/div>\n      <\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- FAQ -->\n<section class=\"section section--cream\">\n  <div class=\"container\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Common Questions<\/span>\n      <h2>Before we talk, you might be asking\u0085<\/h2>\n      <p class=\"lead\">The questions we hear most often from incorporated professionals and business owners considering a move.<\/p>\n    <\/div>\n    <div class=\"o6-faq\">\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">Who is the right fit for Ocean 6?<\/summary>\n  <div class=\"o6-faq__a\">\n    We work best with two profiles. <strong>Incorporated professionals<\/strong> (physicians, dentists, lawyers, optometrists, engineers) at roughly <strong>$500K+ in gross income<\/strong>. And <strong>business owners<\/strong> whose company is generating <strong>$200K+ in annual net income<\/strong> (or trending there). The unifying trait is complexity: corporate and personal income, multiple advisors, and not enough hours to coordinate it yourself.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">Isn't proactive tax planning what my accountant does?<\/summary>\n  <div class=\"o6-faq__a\">\n    Accountants are essential, and they are largely structured to be <strong>reactive<\/strong>. Most accounting relationships are billed by the return, optimized for compliance, and operate year-by-year. By the time the books are closed, the decisions that would have mattered most are already in the rear-view mirror. Ocean 6 is built for the opposite: proactive, multi-year, plan-driven. We design the structure today so your accountant has a cleaner return to file tomorrow. We don't replace your accountant, we work with them, brief them, and align them with the long-arc plan.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">What does Ocean 6 not do?<\/summary>\n  <div class=\"o6-faq__a\">\n    We are personal financial planners and wealth strategists for business owners and incorporated professionals. We design the strategy, coordinate your professionals, and execute the planning, insurance, and investment work in-house. <strong>What we do not do<\/strong>: file your corporate tax returns, run your corporate bookkeeping, or offer formal corporate business consulting. Those remain your accountant's and lawyer's domain. We brief them, align them with the long-arc plan, and make sure everything moves together.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">Do I have to change my accountant or lawyer to work with Ocean 6?<\/summary>\n  <div class=\"o6-faq__a\">\n    Not unless you want to. The Do It For You Method is built to <strong>coordinate<\/strong> the professionals you already have, and we work with great accountants and lawyers across Canada every week. Some clients arrive with strong existing relationships and we slot in alongside them. Others arrive looking for fresh recommendations, and we introduce them to vetted partners. Either path works. The point is the coordination, not the personnel change.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">How are you different from other financial planners I've talked to?<\/summary>\n  <div class=\"o6-faq__a\">\n    Three structural differences. <strong>One:<\/strong> we lead with the plan, not a product, most \"planners\" in Canada are licensed in one discipline (investments OR insurance) and the plan exists to support that sale. We're licensed across all three and the plan is the product itself. <strong>Two:<\/strong> we coordinate the rest of your team, your accountant, lawyer, banker, rather than leaving you to manage them. <strong>Three:<\/strong> we work across all eight pillars of your financial life every year, not just the one or two pillars connected to a sale. The order matters. It changes what gets recommended and what doesn't.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">How does Ocean 6 charge?<\/summary>\n  <div class=\"o6-faq__a\">\n    Transparent fee-based pricing for financial planning. We will only move forward together if our fee is demonstrably outweighed by the value we create, that's a foundational commitment we make on day one. We walk through fees in plain English on the discovery call; no surprises.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">Do I have to move my accountant or lawyer to work with Ocean 6?<\/summary>\n  <div class=\"o6-faq__a\">\n    No. The Do It For You Model is built to coordinate your existing professionals, your accountant, lawyer, banker, even your current insurance broker if you have one. We slot in as the planning lead. If a relationship isn't serving you, we'll say so and offer alternatives, but moving them is your call.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">Is Ocean 6 regulated? Where is my money held?<\/summary>\n  <div class=\"o6-faq__a\">\n    Ocean 6 Investment Solutions Inc. is a registered mutual fund dealer with the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF). Ocean 6 Wealth Advisory Inc. provides fee-based financial planning and licensed insurance products. Client assets are held by independent third-party custodians, not by Ocean 6 directly.\n  <\/div>\n<\/details>\n\n      <details class=\"o6-faq__item reveal\">\n  <summary class=\"o6-faq__q\">What does the first conversation look like?<\/summary>\n  <div class=\"o6-faq__a\">\n    A 30-minute strategy call. No slide deck, no pitch. We listen to where you are, where you want to go, and the friction in the middle. By the end, you'll have a clear picture of whether Ocean 6 is the right fit, and if it's not, we'll point you toward someone who is.\n  <\/div>\n<\/details>\n\n    <\/div>\n  <\/div>\n<\/section>\n\n<!-- FINAL CTA -->\n<section class=\"cta-band\">\n  <div class=\"container cta-band__inner\">\n    <span class=\"eyebrow eyebrow--light\">Next Step<\/span>\n    <h2>One conversation. A clearer financial future.<\/h2>\n    <p>Thirty minutes with a CFP\u00ae-led planner. We listen, identify the three biggest leverage points in your current setup, and tell you honestly whether the Do It For You Method is the right fit.<\/p>\n    <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--teal\">Claim Your Discovery Session <span class=\"arrow\">\u2192<\/span><\/a>\n  <\/div>\n<\/section>\n\n<\/main>\n\n<!-- WP:FOOTER -->\n<footer class=\"footer\">\n  <div class=\"container\">\n    <div class=\"footer__grid\">\n      <div class=\"footer__col footer__brand\">\n        <!-- REPLACE: swap ocean6-logo.png with vector SVG when provided -->\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/\" class=\"logo\" aria-label=\"Ocean 6 home\">\n          <img decoding=\"async\" src=\"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-content\/mu-plugins\/ocean6-assets\/ocean6-logo-white.svg\" alt=\"Ocean 6: A New World of Wealth\" class=\"logo__img\" \/>\n        <\/a>\n        <p class=\"footer__tagline\">Holistic financial planning that coordinates every advisor in your world. 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Dentists<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-business-owners-vancouver\/\">Business Owners<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/services\/\">The Eight Pillars<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/our-approach\/\">The Do It For You Method<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/pricing\/\">Pricing<\/a><\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"footer__col\">\n        <h5>Firm<\/h5>\n        <ul class=\"footer__list\">\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/team\/\">Our Team<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/blog\/\">Blog<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\">Book a Call<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/careers\/\">Careers<\/a><\/li>\n          <li><a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/client-login\/\">Client Login<\/a><\/li>\n        <\/ul>\n      <\/div>\n      <div class=\"footer__col\">\n        <h5>Contact<\/h5>\n        <div class=\"footer__contact\">\n          <p style=\"color: var(--text-light-muted);\">300 \u2013 240 East 2nd Avenue<br \/>Vancouver, BC V5T 1B7<\/p>\n          <a href=\"tel:+16043434808\">604-343-4808<\/a>\n          <a href=\"mailto:service@ocean6.ca\">service@ocean6.ca<\/a>\n        <\/div>\n      <\/div>\n    <\/div>\n        <div class=\"footer__locations\">\n      <span class=\"footer__locations-label\">Locations We Serve<\/span>\n      <div class=\"footer__locations-links\">\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-vancouver\/\">Vancouver<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-toronto\/\">Toronto<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-calgary\/\">Calgary<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-edmonton\/\">Edmonton<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-mississauga\/\">Mississauga<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-winnipeg\/\">Winnipeg<\/a>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/financial-advisor-regina\/\">Regina<\/a>\n      <\/div>\n    <\/div>\n    <div class=\"footer__seo\">\n      <div class=\"footer__seo-block\">\n        <h6>Key Strategies We Plan For<\/h6>\n        <p><strong>Tax-efficient compensation<\/strong> (salary vs. dividend optimization). <strong>Corporate-owned life insurance<\/strong> as a tax-advantaged accumulation strategy. <strong>Lifetime Capital Gains Exemption<\/strong> planning and pre-exit positioning. <strong>Holding company and holdco-opco structures<\/strong>. Capital Dividend Account strategy. Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA). Estate freezes and intergenerational wealth transfer.<\/p>\n      <\/div>\n    <\/div>\n    <div class=\"footer__regulatory\">\n      Ocean 6 Wealth Advisory Inc. is a financial services firm that provides fee-based financial planning services. Ocean 6 Investment Solutions Inc. is a registered mutual fund dealer with the Canadian Investment Regulatory Organization (CIRO) and a member of the Canadian Investor Protection Fund (CIPF). Client assets are held by independent third-party custodians. <a href=\"https:\/\/ocean6.ca\/wp-content\/uploads\/2024\/09\/Ocean-6-Complaint-Handling-Procedures.pdf\" target=\"_blank\" rel=\"noopener\">Client Complaint Handling Procedures<\/a>. Case study outcomes are specific to individual client situations; results will vary.\n    <\/div>\n    <div class=\"footer__bottom\">\n      <div>\u00a9 2026 Ocean 6 Wealth Advisory Inc. \u00b7 All rights reserved.<\/div>\n      <div>\n        <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/privacy-policy\/\">Privacy Policy<\/a> \u00b7 <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/terms-of-use\/\">Terms of Use<\/a> \u00b7 <a href=\"https:\/\/www.ciro.ca\/\" target=\"_blank\" rel=\"noopener\">CIRO Disclosure<\/a>\n      <\/div>\n    <\/div>\n  <\/div>\n<\/footer>\n<!-- \/WP:FOOTER -->\n\n<!-- WP:MOBILE-CTA -->\n<div class=\"mobile-cta\">\n  <a href=\"https:\/\/bragdeal.cloud\/members\/ocean6\/book\/\" class=\"btn btn--teal\">Claim Your Discovery Session<\/a>\n  <a href=\"tel:+16043434808\" class=\"btn btn--ghost-light\" aria-label=\"Call us\">\n    <svg width=\"16\" height=\"16\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"M22 16.92v3a2 2 0 01-2.18 2 19.79 19.79 0 01-8.63-3.07 19.5 19.5 0 01-6-6 19.79 19.79 0 01-3.07-8.67A2 2 0 014.11 2h3a2 2 0 012 1.72 12.84 12.84 0 00.7 2.81 2 2 0 01-.45 2.11L8.09 9.91a16 16 0 006 6l1.27-1.27a2 2 0 012.11-.45 12.84 12.84 0 002.81.7A2 2 0 0122 16.92z\"\/><\/svg>\n  <\/a>\n<\/div>\n<!-- \/WP:MOBILE-CTA -->\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"footnotes":""},"class_list":["post-24","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/pages\/24","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/comments?post=24"}],"version-history":[{"count":1,"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/pages\/24\/revisions"}],"predecessor-version":[{"id":144,"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/pages\/24\/revisions\/144"}],"wp:attachment":[{"href":"https:\/\/bragdeal.cloud\/members\/ocean6\/wp-json\/wp\/v2\/media?parent=24"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}